RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$983K
3
+$923K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$877K
5
CCI icon
Crown Castle
CCI
+$829K

Top Sells

1
+$994K
2
+$886K
3
+$841K
4
MRK icon
Merck
MRK
+$743K
5
BMY icon
Bristol-Myers Squibb
BMY
+$664K

Sector Composition

1 Financials 10.54%
2 Healthcare 10.29%
3 Consumer Staples 9.47%
4 Energy 7.21%
5 Utilities 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$250K 0.13%
8,858
-15,978
152
$250K 0.13%
3,898
-8
153
$242K 0.13%
1,478
-101
154
$241K 0.13%
4,952
-670
155
$237K 0.12%
2,664
-106
156
$237K 0.12%
1,748
-107
157
$237K 0.12%
1,139
-154
158
$235K 0.12%
2,767
-235
159
$234K 0.12%
1,026
-123
160
$233K 0.12%
2,577
-6,403
161
$229K 0.12%
8,672
-314
162
$228K 0.12%
2,253
+119
163
$224K 0.12%
6,189
-540
164
$224K 0.12%
4,738
-7,656
165
$221K 0.12%
2,646
-58
166
$216K 0.11%
810
-2
167
$215K 0.11%
4,037
-999
168
$207K 0.11%
1,531
-71
169
$206K 0.11%
3,565
-216
170
$202K 0.1%
1,099
+7
171
$197K 0.1%
675
-52
172
$193K 0.1%
4,274
+61
173
$187K 0.1%
4,529
-376
174
$186K 0.1%
5,221
-142
175
$186K 0.1%
4,774
-1,328
5 6
7
8 9